Most people are surprised to learn that Medicare can have unexpected and unplanned costs. In fact, the rising cost of healthcare is a top concern for Americans at or near retirement. We call these “Out-Of-Pocket Spending” or “OOPS”. The [...]
Have your favorite clients repurposed their Life Insurance contracts in the last 5 to 7 years? E4 Insurance Service's very own Wealth Strategist, Bill Anderson shows us the benefits of helping your clients with these transactions! [...]
Are your clients looking for SAFETY, GROWTH, and LEGACY? Jay Spence, Training Manager with National Western Life Insurance Company, discussed competitive solutions that advisors are successfully using to help clients in this turbulent economic environment. Case studies were also [...]
We are continuing our focus on November’s Long-Term Care Awareness month by welcoming Dr. Frank, Medical Director with LIBRA Insurance Partners to the BREW. Dr. Frank disscuses Long-Term Care, well as other relevant topics in Underwriting in our industry! [...]
November is Long-Term Care Awareness Month, and we want to help you start your month with all the tools you need! Shane Van Patten, CLTC, E4 Insurance Services Regional Vice President has been helping Financial Professionals proactively integrate insurance [...]
A tax favored strategy to accumulate, access, and transfer wealth. If you could show clients a way to create an ILIT, fund it with life insurance where one spouse has indirect access to policy values through the trustee and [...]
Do you have clients in your practice that own a business or are key decision makers within their company? Businesses will most often understand the concept of protecting their buildings and other tangible property from unforeseen events like a [...]
More than ever, Americans are saving money in pre-tax accounts (401(k), 403(b), personal RIAs). The total of these saving is nearly $9 trillion in defined contribution plans. The market is vast! Using Qualified Funds for the LTC plan is [...]
E4 Insurance Service's very own Jeremy Vidmar, Regional Vice President, discusses a powerful tool that can help with client's indecision. The Life Insurance Decision Matrix will help move the needle of insurance indecision for clients and move business into [...]